Friday, December 20, 2024

 December 20th, 2024

Ground Ops  - Russia gains south of Pokrovsk 

- Russia gains around Velyka Novosilke, Sukhi Yaly River 


Politics - Fico vs Zelenskyy


Weather


Kharkiv

43 and cloudy, gusting to 20. Rain starting early tomorrow morning, continuing through Monday. Mostly cloudy next week. Temperatures will see lows in the low 30s and highs in the upper 30s. Winds variable, 5-10kts.


Melitopol

45 and sunny, gusting over 20.  Mostly cloudy on Saturday and for the next week, rain on Sunday and into Monday morning.  Daily highs in the low 40s, lows in the upper 30s. Winds variable, 5-10kts.


Kyiv

39 and mostly cloudy, gusting over 25. Rain later tonight, mostly cloudy for the next week. Temperatures in the upper 30s tomorrow, dropping below freezing by midnight, and in the mid 20s until early Tuesday morning, then back into the 30s. Winds variable, 5-10kts.


Ground Operations 


Kursk Salient


Russian forces continue to slowly gain ground on both the east and west sides of the salient, with imagery confirming that Russians forces are now east of Novoivnovka, creating a small salient into the western perimeter, about 5 miles north of the Ukrainian border. At the same time Russian forces on the eastern perimeter continue to apply pressure just south of Makhnovka. This effort seeks to penetrate about 3 miles to the north-west and cut the southern-most of the two ground lines of communication (GLOC) that supplies the Kursk salient.


North of Kharkiv


Fighting continues in the two small salients north of Kharkiv, but there are no reports of any change in the front line.


North of the Donets River


Ukrainian reporting notes that Ukrainian forces in the vicinity of Dvorichna (on the west Bank of the Oskil River, north-east of Kupyansk about 10 miles) have withdrawn westward along the P79 roadway, though it isn't clear exactly how far they have withdrawn. Russian forces meanwhile have apparently moved into the town and have taken some high ground immediately south of the town. There is a small wood and some rock outcropping just south of the town, between the river and roadway, that is about 150 feet higher than the surrounding terrain and the Russians appear to have taken control of this site; the land to the south and west is all manicured farmland with the first defendable position being more woods about 1.5 miles to the south-west, or the Ukrainians could back into the town of Zapadne about 3 miles to the south-west.

Further south, west of Svatove, Russian forces made gains on the two towns of  Kruhlyakivka and Zahryzove, along the Oskil River, just opposite Senkove. Russian sources are also reporting Russian gains just east of these towns, with Russian forces pressing further south and south-west from the town of Lozova.

Fighting was also reported in the Serebrianske forest, south-west of Kreminna.


Bakhmut


Fighting continues east and south-east of Siversk but there were no confirmed changes in the front line.

Ukrainian and Russian forces traded small patches of terrain in the center of Chasiv Yar, specifically in the ceramic plant, with Ukrainian forces gaining ground inside the plant yesterday. At the same time Russian forces continued operations around Chasiv Yar, and may have picked up a small slice of terrain on the south side of the town.

Russian forces made marginal gains in southern Toretsk, but as to be expected, the reporting on fighting inside these towns in contradictory and can and does change from one end of the day to another as fighting see-saws back and forth between two streets and the houses and apartments (ruins) on those streets.

That said, this is currently looking much like other Russian efforts in these larger towns over the past 18 months, a series of slow, and deliberate assaults and artillery fire to reduce the strong points. And, as noted before, when the Russians encounter a really hard point, they use a FAB 500 (1100 kb) bomb to drop the building.


Donetsk City


There were no confirmed gains immediately east of Pokrovsk. To the south, however, Russian forces continue to move forward, and have made small gains on several towns immediately south-west of Pokrovsk (Shevchenko, Pishchane, Solone, and Novovasilivka), and then south from that last town, pushing north-west of Novoolenivka, and pushing into the northern edge of that town.

On the north end of this activity Russian forces are now less than 2 miles from Pokrovsk.

Further to the south and south-east, Russian forces continue to push west from the area just north of the Kurakhove reservoir, but appear to have made little progress inside Kurakhove itself. Russian bloggers assert that Russian forces now control the center of Kurakhove but there is currently no evidence to support that. 

However, further south, the Sukhi Yaly River area appears to be now firmly in Russian hands and the towns of Uspenivka, Kostiantynopolske, Sukhi Yaly, and Zeoenivka are now all being cleared out. The Ukrainian General Staff states that no Ukrainian forces were trapped in any of these towns, though this is disputed in the blogosphere. If that is correct, then the Ukrainian forces have obviously withdrawn along the N15 Roadway. It remains to be seen how long the Ukrainian units in Kurakhove can hold out without units on their right flank. And, about 10 miles west of Kurakhove Russian units are pressing northward and are less than 1.5 miles from the N15 roadway, the main GLOC into and out of Kurakhove. Ukrainian forces need to keep that road open as long as there are troops in Kurakhove. 

Further south, Ukrainian sources report that Russian forces have taken Novyi Komar and Rozdolne (respectively north and west of Velyka Novosilke (VN), and are astride the GLOCs out of VN. Slightly warmer weather and rain means any effort to support VN, or any attempt to withdraw from VN will mainly be confined to the roads, and across field movement will be slow and difficult. It would seem the fight for VN - or the Ukrainian withdrawal - may take place sooner than expected.


Southern Ukraine 


Russian forces made small advances near Novoandrivka (just south of Orikhiv), and the UGS reported fighting taking place a bit more than a mile from that town. More fighting was also reported on the islands at the mouth of the Dnepr river, and Russian artillery engaged in a good deal of fire into Kherson, with Ukrainian General Staff reporting that more than 1,000 rounds of howitzer fires was record in less than 40 minutes. Casualties so far are 2 killed and 11 wounded.


Air Operations 


On the 20th, during morning rush hour, Russian forces launched a missile strike on the Kyiv area. The strike included a mix of 8 Isknader and Kinzhal ballistic misses and more than 60 x Shahed drones.

At least one person has been killed and 13 wounded.

The UAF claimed it shot down 5 missiles and 40 drones. A further 20 drones were “lost” (defeated by EW).


On the night of the 18th Russian forces launched 2 x Iskander ballistic missiles, 1 x Kh-59/69 cruise missile, and 85 x Shahed drones into Ukrainian  airspace.  The UAF claimed it shot down 45 drones and 40 drones were “lost” (defeated by EW). The Ukrainian government reported that the missiles struck civilian and municipal buildings in Sumy and Dnipropetrovsk; Ukrainian news sources reported strikes on the power grid.


Ukrainian drones struck the Novoshaktinsk oil refinery in the Rostov area on the night of the 18th, causing a fire that temporarily shut down the refinery, but it is apparently once again operating. The strike consisted of 3 missiles (type unknown) and 30+ drones; the number of hits was not reported.


The Ukrainian Military Intelligence Directorate (GUR) reported yesterday that a Russian resistance element lit off several fuel trucks at a military base in Novosibirsk, not further identified.


Politics and Diplomacy


Slovak Prime Minister Fico suggested his country is facing a gas crisis because of Ukraine’s President  Zelenskyy.

"We are demonstrably facing a gas crisis thanks to President Zelenskyy.”

On December 31st the Russian gas company GazProm will end shipment of gas to Europe through pipes that cross Ukraine. This will end GazProm deliveries to Europe. Others are filling in (a pipeline from Azerbaijan, LNG sales for the US, etc.) , but these are more expensive sources than GazProm.

Fico later said that Slovakia will need to consider reciprocal measures. He had talked to Zelenskyy earlier:

"We have differences on the issue of gas transit through Ukraine. I asked him whether he would be ready to transit other gas besides Russian gas…He asked if we could imagine paying for gas that finances the war.”


In other energy news, yesterday, following what have been termed “technical problems,” Russia suspended shipment of oil through the Druzhba pipeline, which is one if the major supplies of oil to Slovakia, Hungary and the Czech Republic.

Reports suggest a technical problem at the pumping station in Unecha, Bryansk Oblast (just north of Ukraine). Early reports suggest that the pipeline will be down for at least 1 or 2 days but may be out as along as 2 weeks.


Economic Reporting


Feb 22   Mar 7   Jun10-22 Jun8-23 Jun7 Sep9 Oct8 Nov12 Dec9 Dec19 Dec20

Brent      94.71      119.50 120.90    75.58      80.06 71.74 77.30 72.25 72.63 72.67 72.18

WTI     92.10      123.80 119.50  71.29      75.81 68.37 73.59 68.50 68.85 70.10 68.66

NG       3.97       4.45     8.41      2.15      2.82 2.20 2.74 2.97 3.17 3.55 3.65


Wheat     8.52       12.94    10.71    6.17       6.40 5.67 5.93 5.66 5.59 5.32 5.35

Ruble     85         145.70  58.48     82.59      88.77 90.75 96.83 98.36 100.84 103.50 102.60

Hryvnia Pre Oct 2023 fixed at 36.4 40.89 41.22 41.40 41.55 41.92 41.87

Urals 56.56    67.61 78.83 73.30 67.53 66.19 68.50 68.50

ESPO 65 77 77 77 74.17 73.68

Sokol 66.23 72.10 65.19 65.32 67.14 66.57


Thoughts


Two thoughts:

First, Russian ground forces continue their slow but deliberate churn through the Ukrainian defenses. The progress south of the Pokrovsk salient is slow but steady and the Ukrainian forces, outside of the larger towns, are having a difficult time stopping them. This is different from a year ago where everything was a very slow grind and the Ukrainian forces were able dig in and hold and the Russian advances came to complete stops except in a just one or two spots. It would seem the Russians have learned and have improved their ground combat arms, one area of which has been a better use of tactical aircraft strikes with smart glide bombs.

Second, Kyiv seems to have forgotten Churchill’s cautionary comment that the only thing worse than fighting a war with allies is fighting a war without allies.

From Ukraine’s perspective, survival is contingent on NATO membership. But there is no entrance into NATO unless every NATO country agrees - it has to be unanimous. At this point, Hungary and Slovakia appear as if they won’t agree to Ukraine’s entry into NATO any time in this century. Letting that sort of animus fester is not going to help Ukraine’s situation. Zelenskyy needs to get Fico (and Orban of Hungary) if not clearly on Ukraine’s side, at least not increasingly opposed to Ukraine. If that means a pipeline that provides cash to Putin, then that’s the cost of doing business.

But this dispute provides a wonderful opportunity for Putin and his SVR. Russia can be counted on to target these seams between Ukraine and various European nations; meanwhile, Zelenskyy has to close up these seams.


v/r pete 



Thursday, December 19, 2024

 December 19th, 2024

Ground Ops  - Russia gains south of Pokrovsk 

- Russia gains around Velyka Novosilke, Sukhi Yaly River 


Politics - Germany UK -Aid

- Putin says he is ready to talk 

Weather


Kharkiv

36 and cloudy gusting to 20. Cloudy for the next week, rain likely Saturday through Monday. Temperatures will see lows in the low 30s and highs near 40. Winds variable, 5-10kts.


Melitopol

38 and partly cloudy, gusting to 20.  Mostly sunny on Friday, then cloudy and rain for 4 days. Daily highs in the mid to upper 40s, lows in the 30s. Winds variable, 5-10kts.


Kyiv

41 and cloudy, gusting over 25. Mostly cloudy for the next week; rain possible Friday night. Temperatures in the upper 30s for Friday and Saturday, then Sunday and Monday will be below freezing all day, with lows in the mid 20s. Winds variable, 5-10kts.


Ground Operations 


Kursk Salient


Fighting was reported on both the east and west perimeter of the salient, but there were no confirmed gains or losses. The major story appears to be the continued reporting of North Korean casualties (approximately 200 total so far) and that the Russians have yet to refer to the Korean soldiers as Koreans.

Russian casualties through the course of the war have averaged a bit less than 1/10th of 1% per day. The North Korea force has been in combat for about 35 - 40 days; that would seem to be roughly consistent with Russian casualties.


North of Kharkiv


Russian forces in Vovchansk made small gains pushing south, but there were no other confirmed gains or losses.


North of the Donets River


Russian forces made small gains north of Kupyansk, along the Oskil river near Dvorichna, and also made small gains near Terny on the Zherebets river. There is unconfirmed reporting that Russian forces also may have gained some ground west of Svatove, pushing south-west from the general area of Lozova, and advancing as much as a mile. 


Bakhmut


Fighting continues north-east of Bakhmut (east and south-east of Siversk) but there were no confirmed gains. That said, it does appear that the tale told last week of Russian forces being routed needs be taken with a grain of salt, the Russian position remains just a few miles east of Siversk, confirmed by Ukrainian General Staff reports of engagements in that area.

West of Bakhmut fighting continues in Chasiv Yar and reporting continues to reflect that Russian and Ukrainian forces are fighting for control of the ceramics plant inside the town.

Further south in Toretsk, both sides made gains, with Ukrainian forces retaking ground in Shcherbynivka while Russian forces were pushing westward from Nelipivka (just south-east of Shcherbynivka). 


Donetsk City


Russian forces south of Pokrovsk continue to advance westward and appear to have pushed in Solona, control Shevchenko and Novyi Trud, and there’s unconfirmed reporting that Russian forces are attacking into Pishchane (just west of Shevchenko, about 2.5 miles from Pokrovsk).

Russian forces in the vicinity of  Kurakhove and the reservoir continued to attack Ukrainian positions but there were no confirmed gains or losses, and Ukrainian forces continue to hold into the center of Kurakhove.

South of Kurakhove Russian forces continue to gain ground and although not confirmed by imagery, it appears Russian forces now control essentially all of the Sukhi Yaly river valley south of Kurakhove, pushing into Zelenivka, Sukhi Yaly (the town), Kostiantinopolske, and Uspenivka. The would-be salient that was the Sukhi Yaly River basin east of the O-0510 roadway has been closed and cleared and the Russians look to next close the pocket  between the Sukhi Yaly river and the H15 roadway in the next week. Ukrainian General Staff reporting suggests the Russian forces have pushed west of the T0518 Roadway, which runs from Velyka Novisilke north to the H15.

Fighting continues around Velyka Novosilke (VN), and while gains could not be independently confirmed, Ukrainian forces in the area reported that Russian forces had moved in Makarivka (south of VN) and Novyi Komar (north of VN). Russian sources report that both towns are now in control of Russian forces, and Ukrainian General Staff reports seem to support that conclusion.


Southern Ukraine


Russian forces continued small unit actions across southern Ukraine and along the Dnepr River but there were no confirmed gains or losses of any terrain.


Air Operations


On the night of the 18th Russian forces launched drones and missiles into Ukrainian airspace, causing damage to the power grid in Kryvyi Rih, with at least two reported hits by “high speed” objects.


On the night of the 17th Russian forces launched 81 x Shahed drones into Ukrainian airspace. The UAF claimed it shot down 51 drones and that 30 drones were “lost" (defeated by EW).

Ukraine forces report that they struck the Kamensky Chemical plant in Rostov Oblast (located some 80 miles north-north-east of Rostov-on-Don). Russian sources claimed they shot down 10 missiles over Rostov oblast; of course, how many you shoot down doesn’t count, how many get through does. Russia later claimed that these were mainly ATACMS missiles.

Overall, Russian sources reported that Ukraine forces had 84 x drones and 13 missiles, and that Russian forces - they claimed - shot down all the drones and at least 10 of the 13 ATACMS missiles.


Two explosions were reported on the naval base in Murmansk, Russia, before dawn this morning. Murmansk is the major base of Russia’s Northern Fleet.


Politics 


Germany announced that Rheinmetal will begin providing 155MM propellant to Ukraine in January, and that there is an unspecified number of artillery rounds to be delivered next year, as well as Lynx IFVs


UK Defense Secretary Healey announced a 225 million pound ($281 million) aid package for Ukraine. The package includes small boats, reconnaissance drones, electronic warfare systems, ammunition, and spare parts support for various systems.

Healey also noted that the UK would continue to provide training to Ukrainian forces in addition to these aid packages.


President Putin said that he was ready to discuss compromise concerning Ukraine with President Trump.

“We have always said that we are ready for negotiations and compromises.”

“Soon, those Ukrainians who want to fight will run out, in my opinion, soon there will be no one left who wants to fight. We are ready, but the other side needs to be ready for both negotiations and compromises,”

Putin said he had not spoken to Trump for several years but would be happy to meet with him.

“If we meet with Mr. Trump, we will have things to discuss,”

“Russia has become much stronger over the past two or three years because it has become a truly sovereign country. We are standing firm in terms of economy, we are strengthening our defense potential, and our military capability now is the strongest in the world.”


Economic Reporting


Feb 22   Mar 7   Jun10-22 Jun8-23 Jun7 Sep9 Oct8 Nov12 Dec9 Dec18 Dec19

Brent      94.71      119.50 120.90    75.58      80.06 71.74 77.30 72.25 72.63 73.49 72.67

WTI     92.10      123.80 119.50  71.29      75.81 68.37 73.59 68.50 68.85 70.68 70.10

NG       3.97       4.45     8.41      2.15      2.82 2.20 2.74 2.97 3.17 3.37 3.55


Wheat     8.52       12.94    10.71    6.17       6.40 5.67 5.93 5.66 5.59 5.41 5.32

Ruble     85         145.70  58.48     82.59      88.77 90.75 96.83 98.36 100.84 104.64 103.50

Hryvnia Pre Oct 2023 fixed at 36.4 40.89 41.22 41.40 41.55 41.97 41.92

Urals 56.56    67.61 78.83 73.30 67.53 66.19 67.09 68.50

ESPO 65 77 77 77 74.99 74.17

Sokol 66.23 72.10 65.19 65.32 67.23 67.14


Thoughts


There have been a number of editorials lately, by noted folks, calling for either arming Ukraine to the teeth and fighting Russia to the death, not surrendering to nuclear blackmail, or, working immediately on a ceasefire. 

The problem with both positions is reality. I’ll explain by way of an example.

A few hours after the attack on Pearl Harbor Japanese forces began their attack on the Philippines. That situation deteriorated rapidly, and as you’ll recall, eventually led to US and Philippine forces trying to hold the line on the Bataan peninsula and the island of Corregidor. One of the generals who moved in the immediate wake of the attack on Pearl Harbor was brand new Brigadier Eisenhower, transferred to the Army Staff. As things started to deteriorate in the Philippines, Gen. Marshall asked Eisenhower for an assessment of the situation. Eisenhower came back to Marshal (first week of January 1942) with the conclusion that there was no possibility of relieving the forces in the Philippines, and that further, using assets to attempt relief would be a waste of assets that would prolong the war. Marshall agreed. And, while MG Patrick Hurley (Secretary of War under Hoover) was sent to Australia with $10 million in cash to do what he could, Marshall and Eisenhower knew it would not succeed; the effort was more to show that something was being done rather than a meaningful attempt to rectify the situation.

The key to all this was an accurate assessment of the reality: the size and disposition of Japanese forces, US forces, Philippine forces, the availability of relief forces, weapons, aircraft, ammo etc., the availability of ships to get the supplies there, the probability of getting the supplies past the Japanese Navy, etc., etc.

Marshall and Eisenhower had accurate enough data to make an accurate assessment.

This is what is missing in the discourse on Ukraine; What are the real casualty figures, both in Ukraine and Russia? What is the real manpower pool for future recruitment  and training? What are the weapons stockpiles and current and future weapon production rates? We know to a certainty that the casualty numbers that are passed around - both Russian and Ukrainian, are heavily manipulated for propaganda effect. We know both sides have had problems with recruitment. We know both sides have gone through tremendous amounts of ammunition and other supplies; we know both economies are under great strain.

The decision was made by the Ukrainian government - in spring of 2022 - to fight a war of attrition. This was done after the Russians changed their tactics to generating casualties as the first consideration, and taking terrain second. Ukraine made a conscious decision to not give any ground in the fight, in effect, accepting the attrition model. 

Where does that leave Ukraine and the West? Much where Marshall was in January of 1942: in need of an accurate assessment of what can and can’t be done. Russia’s economy is now experiencing heightened inflation. But the #1 threat to Russia’s economy - low energy prices - has not been pursued for more than 3 years. Russian ESPO crude now sells at a premium to Brent crude. Is it likely that Russia’s economy is going to break in the next 12-24 months? 

Recognizing that Russia now has nearly 5 times as many people as Ukraine, and that, apart from propaganda, Ukraine and Russia have probably suffered similar numbers of casualties, attrition warfare for another year or two might not be the best strategy; only with the real numbers can accurate answers be generated. That is what the next administration needs: an Eisenhower to make an honest assessment of what is possible and what is not.

v/r pete